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Dimensional US Targeted Value ETF

772 hedge funds and large institutions have $9.95B invested in Dimensional US Targeted Value ETF in 2025 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 264 increasing their positions, 245 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5.26% more ownership

Funds ownership: 76.01%81.27% (+5.3%)

8% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 245

Holders
772
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
116
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFO
301
OneAscent Family Office
Alabama
$2.55M
TWD
302
True Wealth Design
Ohio
$2.54M
SPC
303
Sigma Planning Corp
Michigan
$2.5M
TCM
304
TruNorth Capital Management
Michigan
$2.49M
Ameriprise
305
Ameriprise
Minnesota
$2.49M
FC
306
Financial Consulate
Maryland
$2.49M
SCM
307
SOL Capital Management
Maryland
$2.46M
BA
308
Bridgewater Advisors
New York
$2.43M
AFA
309
Avant Financial Advisors
Texas
$2.43M
EWP
310
Elevation Wealth Partners
California
$2.39M
MT
311
Midwest Trust
Kansas
$2.34M
Natixis Advisors
312
Natixis Advisors
Massachusetts
$2.32M
IAG
313
Investmark Advisory Group
Connecticut
$2.24M
RWM
314
Rockwood Wealth Management
Pennsylvania
$2.23M
SCA
315
Strathmore Capital Advisors
North Carolina
$2.22M
MA
316
Mutual Advisors
Nebraska
$2.22M
GSF
317
Grove Street Fiduciary
New Hampshire
$2.14M
TWP
318
Tyche Wealth Partners
Texas
$2.1M
MW
319
Marrick Wealth
California
$2.09M
AHL
320
Abel Hall LLC
Louisiana
$2.08M
HCM
321
Hutchinson Capital Management
California
$2.06M
GJIA
322
Glass Jacobson Investment Advisors
Maryland
$2.05M
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$2.03M
HWM
324
HBE Wealth Management
Nebraska
$2.02M
CG
325
Caprock Group
Idaho
$1.99M